Graham
Wilson
Commonwealth Financial Network
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About this Advisor
Graham Wilson is a financial advisor based in Matthews, North Carolina, working with Commonwealth Financial Network. Graham has previously held positions at Bankers Life Company, Capital Analysts, Inc, Lincoln Investment, Commonwealth Financial Network, and Sterling Financial Group. Graham has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Graham is part of Commonwealth Financial Network, which operates out of Matthews, North Carolina. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Graham Wilson Work History
Commonwealth Financial Network
Sterling Financial Group
Lincoln Investment
Capital Analysts, Inc
Bankers Life Company
Disclosures
Please visit the SEC profile of Graham Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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